After the selloff: What's next for Chinese equities?
A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling. But some of this selling appears overdone, creating opportunities for investors where long-term growth remains intact and policy impact is neutral - or positive.
China's evolving regulatory and policy landscape
In our recent client call, CIO Paras Anand took investors through the spate of regulatory actions across several sectors in China which saw Chinese equities plunge. Read the summary of the call where we discuss the policy impacts.
The Delta variant: UK a test-case for re-opening and vaccine impact?
In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?
Timing the market
You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?
Cows, methane and the climate threat
Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Cows are a major source of atmospheric methane, and a number of pioneering new methods to avoid or reduce emissions from livestock are catching the attention of investors focused on sustainability.
Inflation: Friend or foe?
2020/21 Year in review: Australia
2020/21 Year in review: Asia
EOFY: A message from Alva Devoy
